User Roles Overview

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Where to find a User's Roles

You can view the roles that each User has within your accessplanit platform.

Their roles determine their level of access when they login, for example 'Training Administrators' have a lot more access than 'Individuals'

To view the roles that a User has, follow the below steps:

1. Open the 'Users' option from the main nagivation menu on the left

2. Use the search and filter options in your Users DataGrid page to find the User

3. Right-click on the User, this will display the context menu options

4. Click on the 'Roles' option from the context menu options

5. This will open the User Roles DataGrid for this User, showing you all of the Roles that they have

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The Roles tab is also available within the User Maintenance page of a User, you can access this 

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Accessing ‘Roles’ by either of these methods takes you to the same part of the platform. 

The Main Roles options

There are four Main Roles within your accessplanit platform:

1. Super Administrator
   This is the highest level of access in the platform, Super Administrators have access to all pages - including pages that define your platform's security.

2. Training Administrator
   This is the most common level of access for administrators. As an Admin in your platform, this is the permission set that you will have. A Training Administrator is able to create and manage Course Templates and Resources, schedule courses, and manage Delegate bookings and Invoices.

3. Manager Role
   This is the highest level of access that you will grant to your customer base. Typically, you will have at least one Manager per account, but each Manager can have access to more than one Account. This User will be able to view the other Users in their Account, make bookings for them, and view their booking history, as well as being able to book themselves onto courses.

4. Individual
   Individuals have the lowest level of access in the platform and is the default role that is automatically given to each new User as they are created. They are able to view their own bookings, make new bookings for themselves, and access eLearning or document course material for themselves.

Trainers are an additional type of User in accessplanit and they do not have their own permission set. A Trainer can have any of the three core permission sets and be a Trainer as well, so it behaves more like an add-on. Most Trainers are Individuals as they have no need for the extra pages that being a Manager or Administrator grant.

Read more about Role Sets

Role Exclusivity

When you add extra roles to a User on the User Roles page, you can choose whether that role applies to specific Accounts or Account Groups. This controls how much access the User will have in the platform.

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For example:

1. A User given the Training Administrator role for the ‘Parker Inc’ Account Group, will only be able to manage Users and Accounts from this Account Group, and they’ll only be able to manage Courses & Resources for Training Providers within this Account Group.

2. A User given the Manager role for the ‘Fawn ltd.’ Account, will only be able to manage Users within this Account and view/manage this specific Account

3. A User give the Super Administrator role with no Account or Account Group restrictions, will be able to view and manage all Users, Accounts, Courses, and Resources (etc.) in your platform